Wealth Operations Manager
On-siteLawrence, Kansas, United States
Job Summary
Manage and lead the Operations team, overseeing daily oversight, workload management, and performance development. Oversee core operational workflows including onboarding, account maintenance, billing support, and advisor service requests while acting as the first point of escalation for complex operational issues. Partner with leadership to implement strategic initiatives, identify inefficiencies, and drive adoption of systems such as Salesforce and Orion to improve scalability. Monitor operational KPIs, assist in developing standard operating procedures, and ensure delivery of a consistent 11-star advisor and client experience. Collaborate cross-functionally with Billing, Compliance, Finance, and Technology teams to support the firm's continued growth.
Required Qualifications
- Bachelor's degree
- 1-3 years of experience in financial services operations (RIA, TAMP, or wealth platform)
- Prior experience mentoring, training, or leading team members
- Strong understanding of operational workflows including onboarding, billing support, and custodial processes
- Proven ability to manage multiple priorities and drive execution in a fast-paced environment
- Strong analytical, problem-solving, and process improvement mindset
- Excellent communication and interpersonal skills
- High attention to detail with a focus on accuracy and accountability
- Experience with Orion, Salesforce, and custodial platforms
Desired Qualifications
- Bachelor's degree preferred
- 1-3 years of experience in financial services operations (RIA, TAMP, or wealth platform preferred)
- Prior experience mentoring, training, or leading team members strongly preferred
- Experience with Orion, Salesforce, and custodial platforms preferred
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